1y return+17.6%S&P 500 +20.9%
3y return+52.0%S&P 500 +68.5%
5y return+53.5%S&P 500 +74.5%
10y return+193.1%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $293 against $357 in the S&P 500.2
Stock Yards Bank & Trust CoS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| GOOGLAlphabet Inc | $162.4M | 4.7% | −1.6% |
| AAPLApple Inc | $148.4M | 4.3% | −8.4% |
| IVVIshares | $144.5M | 4.1% | +3.1% |
| LLYEli Lilly Co | $138.9M | 4.0% | |
| MSFTMicrosoft Corp | $126.1M | 3.6% | −5.1% |
| JPMJ P Morgan Chase & Co | $112.1M | 3.2% | −1.2% |
| AVGOBroadcom Inc | $105.9M | 3.0% | |
| Asml Holding Nv AdrCUSIP N07059210 | $99.9M | 2.9% | −2.0% |
| NVDANvidia Corp | $96.3M | 2.8% | +9.9% |
| SYBTStock Yards Bancorp Inc | $96.0M | 2.7% | −4.8% |
| EFAIshares | $90.8M | 2.6% | +3.2% |
| AMZNAmazon.com Inc | $90.5M | 2.6% | −1.1% |
| PANWPalo Alto Networks Inc | $71.2M | 2.0% | −1.5% |
| VVisa Inc | $68.5M | 2.0% | −4.4% |
| IWRIshares | $64.7M | 1.9% | +6.0% |
| IWMIshares | $60.7M | 1.7% | +1.8% |
| SPYSpdr S&p 500 Etf Trust | $53.2M | 1.5% | −21.0% |
| NEENextera Energy Inc | $52.2M | 1.5% | +10.6% |
| PWRQuanta Services | $47.8M | 1.4% | −7.1% |
| EMEEmcor Group Inc | $47.3M | 1.4% | −8.3% |
| COSTCostco Wholesale Corp | $47.2M | 1.4% | |
| EXPEExpedia Group Inc | $46.1M | 1.3% | |
| TFLOIshares | $45.1M | 1.3% | −1.8% |
| ORCLOracle Corp | $40.7M | 1.2% | |
| METAMeta Platforms Inc | $39.1M | 1.1% | +15.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corp | June 30, 2020 | +2006.7% | $96.3M |
| LLYEli Lilly Co | June 30, 2020 | +630.6% | $138.9M |
| AVGOBroadcom Inc | March 31, 2022 | +499.9% | $105.9M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $162.4M |
| Asml Holding Nv AdrCUSIP N07059210 | June 30, 2022 | +318.1% | $99.9M |
| PANWPalo Alto Networks Inc | June 30, 2022 | +314.3% | $71.2M |
| EMEEmcor Group Inc | December 31, 2023 | +285.2% | $47.3M |
| JPMJ P Morgan Chase & Co | June 30, 2020 | +248.0% | $112.1M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $148.4M |
| COSTCostco Wholesale Corp | June 30, 2020 | +208.5% | $47.2M |
Sold off last quarter
- Honeywell International IncCUSIP 438516106 was $4.3M
- IWVIshares was $805K
- ELEstee Lauder Companies Inc Class was $779K
- VirtusCUSIP 26923G848 was $476K
- Dupont De Nemours IncCUSIP 26614N102 was $393K
- SPHQInvesco was $338K
- SOLSSolstice Advanced Materials Inc was $289K
- IBITIshares Bitcoin Trust was $264K
- VLOValero Energy was $251K
- DOWDow Inc was $247K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.9% | +14.8% |
| March 31, 2026 | −2.5% | −4.6% |
| December 31, 2025 | +2.0% | +2.4% |
| September 30, 2025 | +6.6% | +7.8% |
| June 30, 2025 | +7.4% | +10.5% |
| March 31, 2025 | −2.6% | −4.6% |
| December 31, 2024 | +0.0% | +2.1% |
| September 30, 2024 | +6.3% | +5.4% |
| June 30, 2024 | +2.2% | +4.0% |
| March 31, 2024 | +7.3% | +10.0% |
| December 31, 2023 | +10.5% | +11.2% |
| September 30, 2023 | −4.0% | −3.6% |
| June 30, 2023 | +5.9% | +8.3% |
| March 31, 2023 | +3.5% | +7.0% |
| December 31, 2022 | +8.9% | +7.1% |
| September 30, 2022 | −5.2% | −5.3% |
| June 30, 2022 | −13.5% | −16.5% |
| March 31, 2022 | −6.3% | −4.9% |
| December 31, 2021 | +9.5% | +10.7% |
| September 30, 2021 | +0.6% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Stock Yards Bank & Trust Co Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=741073&type=13F-HR&dateb=&owner=include&count=40CIK 741073
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/741073/000089230326000010/Filed August 19, 2026 · accession 0000892303-26-000010